Copley Financial Group, Inc.
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 165,365
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 118 | 165,365 | 13F-HR | Copley Financial Group, Inc. |
| Q1 2026 | 5/15/2026 | 115 | 165,744 | 13F-HR | Copley Financial Group, Inc. |
| Q4 2025 | 2/17/2026 | 112 | 161,621 | 13F-HR | Copley Financial Group, Inc. |
| Q3 2025 | 11/18/2025 | 105 | 146,169 | 13F-HR | Copley Financial Group, Inc. |
| Q2 2025 | 8/13/2025 | 102 | 134,851 | 13F-HR | Copley Financial Group, Inc. |
| Q1 2025 | 7/9/2025 | 100 | 130,629 | 13F-HR/A - RESTATEMENT | Copley Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105 K | 63.5% | 8.362 K | 0 | 8.362 K |
| ETFs | 57.81 K | 35.0% | 0 | 11.34 K | -11.34 K |
| Debt | 2.601 K | 1.6% | 2.601 K | 0 | 2.601 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
165,365
Holdings
118
QoQ value change ($000)
-379
(-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.